@Femi Odunusi That’s a powerful and very strategic focus. Targeting successful baby boomers with a structured 4 Pillar Protection Plan shows you’re thinking long-term and holistically especially when it comes to legacy, wealth preservation, and family security. LTC, Critical Illness Protection, tax/RMD strategies, and wealth transfer planning are all major concerns for that demographic, particularly for executives and business owners who’ve worked hard to build what they have. Positioning yourself around longevity and legacy is very strong. How has your journey been so far working with this audience? Have you already started attracting bigger cases, or are you in the process of refining your messaging and outreach?

@Femi Odunusi Nice! Refining things for the new year is always a good move. It’s like hitting refresh and coming back stronger! What are you focusing on fine-tuning this time around anything new you’re adding to the mix, or just sharpening up what’s already working?

@James Rice Hi James! That’s great focusing on scaling and fixing bottlenecks is exactly how you take your agency to the next level. Streamlining systems now will save you a ton of time and make growth much smoother. If you don’t mind, would you be open to connecting? I’d love to exchange ideas and insights I think it could be really valuable for both of us!